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Tracy Simpson

Tracy Simpson

Administrative Assistant

Tracy Simpson is a remote administrative assistant with over 18 years of combined experience in the life insurance and financial advisory space. She has experience working at insurance carriers, as the marketing director for an internal marketing organization, as sales and marketing manager for a brokerage general agency, and in a marketing and administrative capacity for investment advisory and financial planning specialists. Tracy has two handsome teenaged sons, sings harmonies well but plays guitar poorly, and hosts a monthly ukulele jam in Fort Mill, SC.


Getting to Know Tracy

Favorite food: Curry Chicken

Favorite quote: “Cry standing up.”

Best piece of Financial advice received: “The earlier you get started, the better.”

Favorite holiday: Halloween

Favorite movie: Oklahoma!

Hidden talent: I can sing harmonies and play ukulele

If I could meet anyone past or present, it would be ... Ruth Bader Ginsberg

What motivates me: My children

Place I would most like to visit: Malta, Italy

Favorite book: Grapes of Wrath

Something on a bucket list: To go “busking” (playing music on a street corner)

Biggest accomplishment: Earned a college degree while married and working full time

Favorite thing to do when not at work: Listen to live music